Associate, Portfolio Management

Location
Santa Monica, California
Salary
Associate, Portfolio Management
Posted
May 14, 2018
Closes
Jun 13, 2018
Ref
ASSOCPMFMGSM0518-TW
Industry Sector
Finance - General
Employment Type
Full Time
Education
Masters

Wilshire Associates Incorporated is a global investment advisory firm that offers customized, institutionally-based solutions to meet the investment needs of our clients.  Wilshire Funds Management (WFM), a division of Wilshire Associates Incorporated, is seeking to identify a candidate to join its investment management team in the role of Associate. This role provides customized investment solutions in the areas of asset allocation, manager research, portfolio construction, and risk management.  Successful candidates will be integral parts of the portfolio management group within WFM’s investment team and conduct ongoing qualitative and quantitative investment analysis.

 

KEY RESPONSIBILITIES

  • (50%) Assist senior portfolio managers with the construction and review of portfolio allocation models and CAPM assumptions on a monthly basis. 
  • (20%) Schedule and participate in regularly scheduled due diligence meetings and conference calls with investment managers.  Contribute to meeting notes and regular manager/portfolio write-ups.
  • (20%) Produce fund and portfolio level detail reports, including performance updates, risk statistics, style exposures, and performance attribution.
  • (10%) Generate market and portfolio commentary.

REQUIRED SKILLS AND BACKGROUND 

  • BA/BS in finance, economics, or science related studies required
  • CFA and/or MBA, preferably from a nationally-ranked program, required
  • Minimum of 3 years’ experience in investment management (5 years experience without MBA)
  • Strong quantitative and analytical skills required
  • Keen attention to detail and accuracy
  • Strong verbal and written communication skills
  • Advanced Excel skills

DESIRED SKILLS AND BACKGROUND 

  • Experience with database software or programming a plus

OUR OFFER

  • An international, dynamic, entrepreneurial work environment.
  • Competitive compensation package, including a bonus opportunity.
  • 3 weeks of vacation, 8 paid holidays per year.
  • 401(k)/Roth 401(k)/Medical/Dental/Vision insurance.  

 

Visit www.wilshire.com for additional company information.

Wilshire Associates Incorporated is an Equal Opportunity Employer, Minority/Female/Disability/Veteran.

Wilshire Associates Incorporated is an SEC registered investment adviser and required to track certain political contributions under Rule 206(4)-5.  As such, you may be required to disclose your prior political contributions.

No phone calls please.